More Wealth Destruction Ahead, Part One
Posted December 2, 2022
The Fed is tightening Monetary Policy much faster and more aggressively now than during the previous tightening cycle that ran from January 2014 to August
Tag Archives: Rate Hikes
Watch Out: Something Is Going To Break!
Posted September 28, 2022
Last week, the Fed shocked investors when it released new projections showing that it now expects to increase interest rates significantly more than it had
More Pain Ahead: Rates To Rise, Stocks To Fall
Posted June 18, 2022
The Fed hiked the Federal Funds Rate by a larger than expected 75 basis point on Wednesday to a range between 1.5% and 1.75%. Given that
Aggressive Fed Tightening May Sink Markets
Posted January 20, 2022
The Fed is accelerating its pace of Monetary Policy tightening much more aggressively than financial markets had anticipated. Over the last few months, we have learned that
Risks Are High And Rising
Posted December 20, 2021
The new Macro Watch video discusses the most important recent trends in credit growth and wealth creation based on the third quarter Financial Accounts of